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Timken Company

354 hedge funds and large institutions have $3.15B invested in Timken Company in 2019 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 107 increasing their positions, 130 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

613% more call options, than puts

Call options by funds: $33.7M | Put options by funds: $4.73M

51% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 39

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

20% more capital invested

Capital invested by funds: $2.63B → $3.15B (+$520M)

5% more funds holding

Funds holding: 338354 (+16)

0.35% more ownership

Funds ownership: 79.3%79.65% (+0.35%)

18% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 130

Holders
354
Holders Change
+16
Holders Change %
+4.73%
% of All Funds
7.69%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
59
Increased
107
Reduced
130
Closed
39
Calls
$33.7M
Puts
$4.73M
Net Calls
+$29M
Net Calls Change
+$31.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$332M +$1.71M +35,795 +0.6%
BlackRock
2
BlackRock
New York
$323M +$3.08M +64,489 +1%
Boston Partners
3
Boston Partners
Massachusetts
$119M +$5.63M +117,943 +5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$117M +$1.49M +31,266 +1%
State Street
5
State Street
Massachusetts
$106M -$2.33M -48,731 -2%
EARNEST Partners
6
EARNEST Partners
Georgia
$100M +$701K +14,670 +0.8%
LSV Asset Management
7
LSV Asset Management
Illinois
$83.9M -$2.06M -43,100 -3%
SAM
8
Southernsun Asset Management
Tennessee
$82.7M -$20.1M -420,775 -21%
AAMU
9
Amundi Asset Management US
Massachusetts
$77M +$8.12M +170,035 +33%
Russell Investments Group
10
Russell Investments Group
United Kingdom
$74M +$15.7M +329,553 +30%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$71.9M +$15.7M +328,968 +31%
Invesco
12
Invesco
Georgia
$68.6M +$16.4M +342,329 +34%
Prudential Financial
13
Prudential Financial
New Jersey
$62.1M +$27.6M +578,060 +91%
WRF
14
Waddell & Reed Financial
Kansas
$57.7M -$195K -4,080 -0.4%
AQR Capital Management
15
AQR Capital Management
Connecticut
$53.9M +$18.7M +392,337 +58%
AIM
16
Atlantic Investment Management
New York
$47M +$4.02M +84,181 +10%
Victory Capital Management
17
Victory Capital Management
Texas
$46.1M -$32.8M -685,631 -43%
Norges Bank
18
Norges Bank
Norway
$45.5M
Geode Capital Management
19
Geode Capital Management
Massachusetts
$42.5M +$5.92M +123,914 +18%
N
20
Nuveen
North Carolina
$37.4M +$20.2M +422,019 +138%
American Century Companies
21
American Century Companies
Missouri
$37.3M +$5.55M +116,109 +19%
Allianz Asset Management
22
Allianz Asset Management
Germany
$34.8M +$4.5M +94,204 +16%
Brown Advisory
23
Brown Advisory
Maryland
$32.5M
Northern Trust
24
Northern Trust
Illinois
$32.2M -$375K -7,851 -1%
SI
25
Scout Investments
Missouri
$31.4M -$444K -9,299 -1%

TKR Hedge Fund Activity: Q2 2019 in Review

354 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Timken Company (TKR) for Q2 2019, worth a combined $3.15B — up 20% from $2.63B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new TKR positions and 39 closed out — a net gain of 20 holders — while 107 added to existing stakes and 130 trimmed.

The largest buyer was Prudential Financial, adding an estimated $27.6M. The largest seller was Adage Capital Partners, cutting an estimated $72.4M.

  • 354 institutional investors held Timken Company (TKR) as of Q2 2019, up from 338 in Q1 2019.
  • Funds reported $3.15B of Timken Company stock for Q2 2019, up 20% quarter-over-quarter.
  • 59 funds opened new Timken Company positions in Q2 2019 and 39 closed out, a net change of +20 holders.
  • The largest Timken Company buyer in Q2 2019 was Prudential Financial, an estimated $27.6M added.
  • The largest Timken Company seller in Q2 2019 was Adage Capital Partners, an estimated $72.4M sold.

Based on aggregated 13F filings for Q2 2019.